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Portfolio Management Assistant Jobs in Utah (NOW HIRING)

CCBank

Sr. Portfolio Manager

Pleasant Grove, UT · On-site

In addition to portfolio management, this position is a production support role and includes ... Job Responsibilities: * Assist assigned Loan Officer(s) in loan production activities as directed ...

CCBank

Sr. Portfolio Manager

Pleasant Grove, UT · On-site

$98K - $148K/yr

In addition to portfolio management, this position is a production support role and includes ... Job Responsibilities: * Assist assigned Loan Officer(s) in loan production activities as directed ...

Sunwest Bank

Sr. Portfolio Manager

Sandy, UT · On-site

This role brings together credit judgment, relationship management, and business development to ... assist the Bank in maintaining its Affirmative Action Program. Compliance with Bank Secrecy Act ...

Sunwest Bank

Sr. Portfolio Manager

Sandy, UT

This role brings together credit judgment, relationship management, and business development to ... assist the Bank in maintaining its Affirmative Action Program. Compliance with Bank Secrecy Act ...

Sunwest Bank

Sr. Portfolio Manager

Sandy, UT · On-site

$120 - $180/hr

This role brings together credit judgment, relationship management, and business development to ... or veteran status and to assist the Bank in maintaining its **Affirmative Action Program.

IREM Utah

Property / Portfolio Manager

Ogden, UT · On-site

$65 - $75/hr

Job Posting Jun. 8, 2026 Welch Randall Real Estate & Property Management is hiring a new in-house ... Resolve resident issues that have been escalated beyond the PM/POD Assistant * Oversee team email ...

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Portfolio Management Assistant information

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How much do portfolio management assistant jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for portfolio management assistant in Utah is $23.99, according to ZipRecruiter salary data. Most workers in this role earn between $21.88 and $25.82 per hour, depending on experience, location, and employer.

What is the difference between Portfolio Management Assistant vs Financial Analyst?

AspectPortfolio Management AssistantFinancial Analyst
Required CredentialsTypically a bachelor's degree in finance, economics, or related field; certifications like CFA Level I are commonSame as Portfolio Management Assistant; often requires a bachelor's degree and CFA Level I or II
Work EnvironmentSupportive role within asset management firms, banks, or investment companies; team-basedAnalytical role in finance departments, investment firms, or banks; focus on data analysis
Employer & Industry UsageUsed in asset management, wealth management, and investment firmsCommon in finance, investment banking, and corporate finance sectors

Both roles require similar educational backgrounds and certifications, often working within the finance industry. The Portfolio Management Assistant primarily supports portfolio managers with administrative and research tasks, while the Financial Analyst focuses more on analyzing financial data to guide investment decisions.

Does portfolio management assistant pay well?

The salary for a portfolio management assistant typically ranges from $45,000 to $70,000 annually, depending on experience, location, and the employer. Entry-level positions may pay less, while those with certifications or specialized skills can earn higher wages. Compensation often includes benefits such as bonuses and professional development opportunities.

What does a portfolio management assistant do?

A portfolio management assistant supports portfolio managers by preparing reports, analyzing investment data, and maintaining client records. They often use financial software and require strong organizational skills to help monitor and optimize investment portfolios. Their tasks contribute to efficient decision-making and client service in investment firms.

What are the most commonly searched types of Portfolio Management jobs in Utah?

The most popular types of Portfolio Management jobs in Utah are:

Portfolio Management Assistant jobs near you
Infographic showing various Portfolio Management Assistant job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $49,902 per year, or $24 per hour.

Sr. Portfolio Manager

CAPITAL COMMUNITY BANK

Pleasant Grove, UT • On-site

$99 - $148/hr

Other

Posted 11 days ago

Job description

Job Details

Job Location: Pleasant Grove - PLEASANT GROVE, UT 84062

Salary Range: $98,996.00 - $148,494.00

The Senior Lending Portfolio Manager is responsible for proactively monitoring and maintaining the compliance and soundness of the loan portfolio to which they are assigned. In addition to portfolio management, this position is a production support role and includes underwriting new loans and renewals of existing loans in close partnership with the assigned Loan Officer(s). The ideal candidate for this role will have direct experience in commercial underwriting, loan production, and portfolio management including covenant testing, file maintenance, and tickler and technical exception resolution. Proactive and effective communication with colleagues, clients, and vendors is critical to this role.

Job Responsibilities:
  • Assist assigned Loan Officer(s) in loan production activities as directed by the Loan Officer and the Director of Lending. Activities include, but are not limited to:
  • Attending client calls with the Loan Officer
  • Collecting financial documentation from clients
  • Processing loan applications
  • Spreading and analyzing financial statements
  • In collaboration with the Loan Officer, prepare credit presentations including loan request narrative, cash flow analysis, collateral analysis, risk assessment, etc.
  • Monitor assigned loan portfolio for delinquency and contact delinquent loan clients for payment.
  • Review bank reporting for maturing loans and support the Loan Officer in collection of financial packages. The Senior Lending Portfolio Manager will underwrite loan renewals in collaboration with the Loan Officer.
  • Monitor loan ticklers and technical exceptions and work to resolve any outstanding items as expediently as possible.
  • Track and monitor loan performance covenants and advise the Loan Officer and the credit administration team of breached covenants. Proactively engage in resolving issues as they arise.
  • Collaborate closely and communicate effectively with internal partners including Loan Assistants, Credit Administration, Operations, and Compliance.
  • Attend team training and complete compliance training as assigned.
  • Complete other tasks and special projects assigned by the Director of Lending and Credit Administration.
QualificationsMinimum Requirements:
  • Bachelor's degree in business, finance, or related field of study.
  • 5+ years of direct experience underwriting and managing commercial loans in a banking environment.
  • Thorough and technical knowledge of financial statements, cash flow analysis, and commercial loan structure.
  • Direct experience with various commercial lending products including asset-based lines of credit, equipment lending, and real estate (term and construction financing).
  • Direct experience with financial spreading and loan underwriting tools (Moody's, Sageworks, Encino, etc.).
  • Exceptional ability to communicate proactively, clearly, and efficiently.
  • Exceptional time management and task prioritization skills.

Manage the collection and review of borrower financials, third-party reports (appraisal, evaluation, environmental, etc.) and other required documentation to complete credit due dilligence.

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